Blackbaud CRM™ & Blackbaud Internet Solutions™

Major Gift Capacity Ranges - Expanding the Ranges ...

14

Has anybody expanded the major gift capacity ranges available by inserting new records into ...

Dan Napolitano Category Developer Discussions 8d

Open for Discussion

/Download/CustomFileDownload.ashx Endpoint

11

Is the /Download/CustomFileDownload.ashx Endpoint designed to be utilized by constituents who do not have a CRM ...

Nick Preshaw Category Developer Discussions 14d

Open for Discussion

Advanced Search Options on Transaction Searches

1 31

Has anyone noticed when you set your Advanced Search Options on any other Search in BBCRM, they ‘stick’ and stay as ...

David Webb Category Blackbaud CRM™ General Discussion 15d

Open for Discussion

14d

@David Webb hi David - that is an interesting observation. I had never noticed that before, myself, but it does ...

Overlapping dates on Employment Relationships

3 25

Has anyone overcome the issue of how to show someone getting a new role at an Organization without leaving their ...

David Webb Category Blackbaud CRM™ General Discussion 16d

Open for Discussion

15d

@David Webb It's not pretty, but our workaround would be to create a new Job Title record for ...

Constituent data appends/updates

19

Outside of Blackbaud services and LiveAlumni, what services have you had accurate results from for gathering ...

Jeff Garmon Category Blackbaud CRM™ General Discussion 24d

Open for Discussion

Query View for ALL gift / revenue transactions?

2 20

Is there an “out of the box” query view that looks for ALL gift / revenue transactions? I ask because there are dozens ...

Mikhail Zolikoff Category Blackbaud CRM™ General Discussion 25d

Open for Discussion

24d

@Mikhail Zolikoff it depends what you are looking for, but the base “Revenue” query view should be able to get you ...

Deceased Event Registrants

2 17

In the Deceasing Options you cannot add a “Date to” on an Event Registrant Constituency. You can “View as” Event ...

David Webb Category Blackbaud CRM™ General Discussion Feb '25

Open for Discussion

27d

Hi @David Webb - Yes, as soon as someone is registered for an event, this constituency is added and there is not a way ...

Direct Debit

1 22

Has anyone used the Direct Debit process in CRM to accept donations via ACH? I have a request to add a donation form ...

Joseph Styons Category Developer Discussions Feb '25

Open for Discussion

24d

@Joseph Styons take a look at this page which walks through configuration such as setting up your direct debit ...

Email Receipts

8 85

Hi, I know this has been a topic for years. Has anyone found a way to do this out of CRM for donations that don't go ...

Kierstin Sykes Category Blackbaud CRM™ General Discussion Feb '25

Open for Discussion

Feb '25

@Kierstin Sykes ultimately, we wound up implementing the e-receipting functionality that is part of the Zuri ...

Prospect Plan Start Date Missing from BBDW - Idea Bank ...

1 27

Hello! I have chatted with Blackbaud support about the Prospect Plan Start Date not being included in the ...

Clay Walls Category Developer Discussions Feb '25

Open for Discussion

Feb '25

@Clay Walls voted! We noticed this too and it does just seem to be a mistake! Thank you for bringing it up.